Domani Wealth’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Domani Wealth’s Portfolio RWL Stock Details RWL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	$326K	Hold	4,284	–	–	0.08%	93
2022 Q4	$317K	Hold	4,284	–	–	0.08%	95
2022 Q3	$287K	Hold	4,284	–	–	0.08%	88
2022 Q2	$299K	Hold	4,284	–	–	0.08%	93
2022 Q1	$346K	Hold	4,284	–	–	0.07%	100
2021 Q4	$343K	Hold	4,284	–	–	0.07%	98
2021 Q3	$312K	Hold	4,284	–	–	0.07%	95
2021 Q2	$316K	Hold	4,284	–	–	0.06%	97
2021 Q1	$298K	Buy	+4,284	New	+$283K	0.06%	106

Other funds holding RWL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FFW

Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EFL

ERn Financial LLC Middleton, Wisconsin $604M AUM 19.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Domani Wealth's RWL Position: Q1 2023 in Review

Domani Wealth held its Invesco S&P 500 Revenue ETF (RWL) position steady in Q1 2023 at 4,284 shares worth $326K. The position accounts for 0.08% of the portfolio, ranked #93.

Domani Wealth first reported a position in RWL in Q1 2021 and has held it in 9 quarters since. The position peaked at $346K in Q1 2022. 147 funds tracked by Wall St. Rank hold RWL as of Q1 2023.

Domani Wealth held 4,284 shares of Invesco S&P 500 Revenue ETF worth $326K as of Q1 2023.
Domani Wealth left its Invesco S&P 500 Revenue ETF share count unchanged in Q1 2023.
Invesco S&P 500 Revenue ETF made up 0.08% of Domani Wealth's portfolio in Q1 2023, its #93 holding.
Domani Wealth first reported a position in Invesco S&P 500 Revenue ETF in Q1 2021 and has held it in 9 quarters since.
Domani Wealth's Invesco S&P 500 Revenue ETF position peaked at $346K in Q1 2022.
147 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q1 2023.

Based on Domani Wealth's 13F filing for Q1 2023, filed 19 Apr 2023.